Investment Process and Due Diligence Workshop – Walnut Creek

January 1, 1970 7:48 pm - 7:48 pm

Scott's Seafood

Organizer: The Financial Services Network tjewett@fsnweb.com
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We are pleased to be hosting an upcoming Investment Process and Due Diligence workshop as a follow-up from our summer series. Based on your feedback we’ve invited Goldman Sachs and American Funds to kick off the meeting with brief updates on the Fixed Income and Equity spaces. You’ve also made it clear that you’d like time with just our Portfolio Consulting team so that you can drill down on asset and portfolio construction questions. The majority of the meeting time will be dedicated to this.